In 2016, the global action community for impact investors – Toniic – launched the Impact Advisory Survey From this survey,... View Article
Tag Archive: financial planner
Below we share a testimony from one of our ACT graduates – Peachy Dunne from Aqua IFA Ltd. Peachy is... View Article
Advisers commonly ask us “How do you structure a dialogue on social impact investments to draw out a client’s interest... View Article
Social Investment Tax Relief (SITR) has the potential to become a game changer for the thought leading financial planner looking... View Article
Paradigm Norton (PN) and the Aspire Gloucestershire Bond – an end to end story of social investment advice in action... View Article
In an effort to equip financial advisers to offer impact investment as an advice option, here are 4 tools Worthstone are already working on in this tax year.